SCHD vs SLTY

ASCHD

BSLTY

Measures won3–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income91.83%SLTY · $9,183 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]SCHD and SLTY

SCHD

SLTY

Schwab U.S. Dividend Equity ETF · $120BYieldMax Ultra Short Option Income Strategy ETF · $16M

+20.0%3 years · per year$17,266 · […][…]

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $135 on $10k · lower wins1.35%

3.00%12-mo yield$300 · $9,183 on $10k91.83%

−6.9%Worst dropSmaller wins−16.6%

11.7%VolatilityLower wins15.6%

3–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SLTY

1.7%TGT-2.2%

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BSLTY	YieldMax Ultra Short Option Income Strategy ETFRead Desk	1.35%	91.83%	+0.6%	−8.0%	−8.7%	new	new	−16.6%	$16M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BSLTY	YieldMax Ultra Short Option Income Strategy ETFRead Desk	1.35%	91.83%	+0.6%	−8.0%	−8.7%	new	new	−16.6%	$16M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SLTY

SCHD

Schwab U.S. Dividend Equity

$16,267

SLTY

YieldMax Ultra Short Option Income Strategy

[…]

MeasureSCHDSLTY

Fee0.06%1.35%

Cost on $10k a year$6$135

Yield3.00%91.83%

5 years, per year+10.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.9%−16.6%

Volatility · 1Y11.7%15.6%

3–1measures won
SCHD first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, SLTY, VIG

Today

14.5%most shared, SCHD and VIG

SCHDSLTYVIG

SCHD—[…]14.5%

SLTY[…]—[…]

VIG14.5%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$9,048most kept, SLTY

SLTY$9,183 − $135 = $9,048

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee